Team Financial Group, LLC Portfolio Holdings
Team Financial Group, LLC
- $220 Billion
- Q4 2025
Team Financial Group, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 267 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $34.7B, Wisdomtree U.S. Largecap Fund with a value of $31.7B, Wisdomtree Floating Rate Treas with a value of $22.9B, Wisdomtree Tr Us Multifactor F with a value of $21.3B, and Schwab Strategic Tr Us Large C with a value of $15.7B.
Examining the 13F form we can see an increase of $4.65B in the current position value, from $216B to 220B.
Team Financial Group, LLC is based out at Temecula, CA
Below you can find more details about Team Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 267
- Current Value $220 Billion
- Prior Value $216 Billion
- Filing
- Period Q4 2025
- Filing Date January 13, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 19 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 29 stocks